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Servora custom software / Paperwork, Handled

Paperwork, Handled · Pipeline

Proposal and Estimate Generator

Send accurate, professional quotes in minutes and win more of the jobs you bid.

Book a call
Build the quoteYou assemble line items from your catalog and the tool totals it.
Send the proposalA branded proposal goes to the client for review.
Client reviewsThe client sees options and pricing and can ask questions.
Accept and signThe client approves and signs online, and you are notified.
Convert to jobThe accepted proposal becomes a booked job with agreed pricing.

What it does

Proposal and Estimate Generator

A tool that builds itemized proposals and estimates from your own pricing, so you can send a polished quote fast and see the moment a client accepts.

How it works

The pipeline, stage by stage

Build the quoteYou assemble line items from your catalog and the tool totals it.
Send the proposalA branded proposal goes to the client for review.
Client reviewsThe client sees options and pricing and can ask questions.
Accept and signThe client approves and signs online, and you are notified.
Convert to jobThe accepted proposal becomes a booked job with agreed pricing.
  1. We load your services, materials, and prices into a catalog.
  2. You pick line items and quantities for the job at hand.
  3. The tool calculates totals, taxes, and options automatically.
  4. You send a branded proposal the client can accept online.
  5. You get notified the moment they approve it.

What it is made of

The building blocks

a price and service cataloga proposal builder with line itemsbranded proposal templatesautomatic totals and tax calculationsonline client acceptance with e-signatureautomated follow-up reminders

How you use it

In your day to day

Why it pays off

What you get back

Wins more workFast, professional quotes beat competitors who take days to respond.
Saves timeYour price list does the math, so quoting takes minutes.
Cuts errorsAutomatic totals and taxes stop costly quoting mistakes.
Recovers lost dealsAutomatic follow-up reminders bring back quotes that would otherwise go cold.

Make it yours

Customized to your business

The catalog, pricing rules, option tiers, and proposal design are built around how you sell, and can include your terms and payment schedules.

Who it is for

Businesses this fits

Proposal and Estimate Generator is one of the systems we build for these operators. Open one to see everything else that fits it.

Contractors52Construction40Professional services70Small business86Real estate53

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Want Proposal and Estimate Generator for your business?

Book a call. We map it to how you work, give you a fixed quote, and build it. You own what we build.

Book a call